Market Realist: Is the IBM-Salesforce Partnership about Killing Microsoft?

Meine 2 Cents: Die Partnerschaft ist logisch, da sich die Angebote von IBM und Sales Force kaum überlappen, aber meiner Ansicht nach nicht primär gegen Microsoft gerichtet. Microsofts Glück ist, dass es außer der G-Suite keine wirklichen Alternativen zu Excel, Powerpoint und Word gibt (übrigens genau in der Reihenfolge). Die Office365-Angebote neben der reinen Tabellenkalkulation, Präsentationssoftware und Textverarbeitung und auch Microsofts CRM-Produkte sind dagegen durchaus ersetzbar und angreifbar, gerade auch wenn Salesforce und IBM ihre Fähigkeiten im Bereich künstlicher Intelligenz bündeln.

Salesforce’s in-house AI technology is called Einstein, while IBM’s cognitive computing technology is called Watson.

Using Watson to build more intelligent products

Salesforce says that the integration of Einstein into its products such as Sales Cloud, Marketing Cloud, and Service Cloud will yield tremendous benefits for its customers. …

Why the partnership is a threat to Microsoft

Executives at Salesforce and IBM have said that the companies’ dreams align, and they believe that they can achieve more together. The partnership will likely also rattle Microsoft, a competitor to both companies. Microsoft and Amazon (AMZN) are the top cloud infrastructure vendors, while IBM, Oracle (ORCL), and Alphabet’s (GOOGL) Google are underdogs.

In an interview with Fortune magazine following the announcement of the IBM-Salesforce AI collaboration, Marc Benioff, Salesforce’s CEO, talked about the partnership’s providing Salesforce the opportunity to begin replacing Microsoft products at IBM.

If that’s what Salesforce is thinking, then it means the company will likely also try to persuade IBM customers who use Microsoft’s products to defect to its platform, potentially dealing Microsoft a blow in the productivity software market.

Source: Is the IBM-Salesforce Partnership about Killing Microsoft? – Market Realist

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